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Technology Stocks : Sycamore Networks Inc-(SCMR) -- Ignore unavailable to you. Want to Upgrade?

To: GraceZ who wrote (1691)	12/15/2000 3:41:27 PM
From: Techplayer	Read Replies (1) \| Respond to of 2249

Grace, Bell South does follow those standards. The Bellsouth network that SCMR is doing business with is not a core network. It is a small edge network that Desh and Dan sold Cascade equipment to over the past several years. Are the competitors of SCMR single threading their approach? No. They are selling products to cash strapped CLECs, new network builders and foreign networks just like SCMR. Getting approved for deployment in an OSMINE network does not take a full 3 years to do as has been mentioned. One start-up company, Astralpoint (a member of the ODSI), started the OSMINE process in August and has already received CLEI codes. Testing will begin in 2001. I am not arguing that the little and new guys on the block will use the equipment. With concerns about cash running rampant for the likes of Williams, probably 360 networks in a year and most of the CLECs, why not hedge the bet be able to supply equipment to the big guys. The RBOCs are dinasaurs that are not going to change. SCMR is avoiding that market by not complying. BellSouth's core network needs OSMINE compliance, as does SBC, Verizon, etc. Those are nice customers to have that NT, CIEN, ALA etc are selling to. tp

To: GraceZ who wrote (1691)	1/8/2001 11:43:22 PM
From: GraceZ	Respond to of 2249

Light Reading’s Top 10 Trends in optical networking are: 1. The Customized Internet: Cash-strapped carriers will find ways of making money out of Internet services, now that they are under increasing pressure to show a decent return on investments. 2. Optical Signaling: Telecom networks will start to become more automated. New hardware and software will eliminate the need for engineers to manually configure customer connections, slashing the time it takes to provide services. 3. Optical Network Management: Software will become the big differentiator among telecom equipment suppliers. 4. Storage: Optical networks will unlock huge demand for the small business equivalent of corporate data centers. 5. Integrated Systems: Packing more into less, whether it’s components or telecom equipment, will be a key to success. 6. Optical Ethernet: The cost argument promises to make this technology unstoppable in metro networks. 7. Optical Access: New technologies will slash the cost of broadband connections, making high-bandwidth services affordable for a greater number of people. 8. Component Integration: Optical subsystems on a single chip will move closer to reality. 9. 40 Gig: The race to deliver the next big step up in transmission technology -- moving from 10 to 40 gigabits a second -- will be won or lost this year. This will push the limits of fundamental physics. 10. The Shakeout: This will be the year when the strong will end up stronger and the weak will go to the wall. Some startup carriers have already gone bust and others are sure to follow. The ones that survive will tend to buy equipment from big companies. That, in turn, will put the squeeze on startup suppliers -- encouraging them to look to be acquired rather than staging IPOs. Message 15143826